The Ensemble Practice

We continue to share our thoughts as we prepare for the New Year and today, we start with a question: Have you ever thought about the power we hold when choosing how to respond?   Our response can often feel instantaneous, but Brandon Odell, CFA – Partner and Director of Business Consulting with Ensemble – reminds us with this impactful quote (often attributed to Viktor Frankl, an Austrian neurologist, psychologist, philosopher, and Holocaust survivor), that we in fact have a choice.   Brandon notes: “I try to use this as a reminder and guidance for handling circumstances that may or may not have been from my own design. I can choose to be glad, mad, sad, or indifferent, but it's a choice - and in that is comfort that I control my general happiness even when times are challenging.”

At the start of this year, we were extremely fortunate to grow our team with the addition of Madison McGinnis, who joined as a Business Consultant. She is invaluable to Ensemble and in particular her insights stemming from her M.S. in Organizational Psychology have helped our team look at things through a new and critical lens. Heading into the New Year, Madison shares: “This is one of my favorite snippets of wisdom and will be my mantra going into 2025—a gentle reminder to pause, understand, and prioritize intentional listening before rushing to respond. Thoughtful leadership starts with the ability to hear and value others.” You can learn more from Madison by checking out her article that posted this week on Kitces.com: https://lnkd.in/eDBaP96a

Clients and markets are changing. How will your firm continue to grow? Earlier this year we partnered with BlackRock® for the True Ensemble™ study and today we are excited to share our insights with you. You can access this report and other research from our team here: https://lnkd.in/grgm_GbJ

What are you taking with you into the New Year? Our team at The Ensemble Practice is taking a look back on this past year and thinking about what's on the horizon. Call them goals, resolutions or musings, but as we near the close of 2024, we'll share what's on our mind as we look to 2025. Kristen Woody, our Director of G2 Experience, has spent a lot of time with our G2 coaches and participants on the topic of leadership. She shares that she's thought a lot about the impactful leaders in her career and the characteristics that stand out to her. "Finding the right balance of curiosity, conviction and compassion can be a challenge, but when done right, you just might find that people will be more likely to follow."

"Do the right thing. Be brave. Stay together: You're not alone." These inspiring words from Ensemble CEO , Philip Palaveev, resonated with the G2 Leadership Class of 2024 as they successfully completed their two-year journey of management and leadership training. The G2s impressed us with outstanding business plan presentations and left our team confident in their ability to lead the industry forward. To our outstanding class: Your knowledge, passion, and energy have been a driving force throughout the program, leaving a lasting impression on all of us. And to our coaches, Stacey McKinnon, Susan Duvall-Dickson and tim kochis: We are all better thanks to your shared insights and experiences. Congratulations to the G2 Class of 2024!!

We know there’s a lot happening this week. If you’re feeling overwhelmed and need a break, here are two quick updates from our team: 1. Compensation. One word that likely elicits an immediate reaction. Have questions? You're not alone. Check out this month's Financial Advisor Magazine cover story by Ensemble CEO Philip Palaveev. 2. G2 Leadership Institute Class of 2026 applications are due by next Friday, November 15th. We are near capacity, so if you're interested, apply soon! https://lnkd.in/eE6CFPwT

Have you ever wondered about synthetic equity? As it’s becoming more common in the advisory industry, Ensemble CEO, Philip Palaveev, shares his thoughts on the topic with Financial Advisor Magazine. The topic of equity is also one of many critical areas we delve into during our G2 Leadership Institute. Interested in learning more? - Read the full article here: https://lnkd.in/gr3Erf58 - And if you are interested in the G2 program, get your application in soon as we are nearly at capacity! You can find more details and the application here: https://lnkd.in/guSzpU9

IT'S THAT TIME!! Have you been thinking of applying to the G2 Leadership Institute? The time is now! Due to high interest we we will stop accepting applications very soon. Hear from our outstanding graduates like Erica Yount, CFA, CFP® to learn how the program can impact your future. Learn more and apply now: https://lnkd.in/guSzpU9

Whether you're an emerging leader or already a G2 grad, our Leadership Institute offers value throughout your journey! While in the 2-year program, you'll gain leadership insights and the skills to drive your career further. As an alum, you continue to benefit through a powerful network that supports your growth. Interested in becoming a G2? Time is running out, but we are still accepting application for the G2 Class of 2026 that kicks off in January. Learn more and apply here: https://lnkd.in/guSzpU9 And for our G2 Alumni, we have a great opportunity for you to hear from Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, to learn about key findings from the DFA 2024 Global Advisor Study. Catherine will share insights into what High Performing Firms/Teams are doing to drive growth and scale their businesses, including channels of growth, future leadership, organizational alignment and managing capacity. G2 Alumni can register here: https://lnkd.in/ggH3uQT6

Want to learn more about the G2 Leadership Institute and our outstanding Coaches? During our most recent G2 session, we connected with Stacey McKinnon, who shared her journey from G2 participant to coach, highlighting the impact of mentorship and coaching. Hear from Stacey in her own words on our blog: https://lnkd.in/gVrA52EM And if you’re interested in learning more from her and growing your career, apply for the G2 program here: https://lnkd.in/eE6CFPwT #FinancialServices #Mentorship #Coaching